Saltus Financial Planning was established in 2015 and we acquired Andrews Hammond Brady in 2016, which currently trades as AHB Saltus Financial Planning in Ringwood, Hampshire.

We are able to offer a complete but customised solution of financial planning, investment management (provided by Saltus Investment Management) and custody of assets (through Jarvis Investment Management Limited) with a dedicated partner contact. The process is seamless. We believe that by providing a comprehensive service, we are able to reduce the overall charges to our clients. We can tailor the services we provide based on the needs and preferences of our clients. Some examples of our services include: 

  • Setting up tax efficient wrappers
  • Education trusts – planning for school fees and university
  • Pre and at retirement planning – preparing for retirement
  • Later life planning – including post retirement planning
  • Inheritance tax planning – passing assets on to the next generation
 
For further information please click here, or alternatively contact our advisers based in Chichester, the Solent, London and Manchester or our team in Ferndown www.ahbsaltus.co.uk 
Philip Bevan
01243 859046
  

Kay Ovenden
01243 855472
kay.ovenden@saltus.co.uk